About this opportunity
Counselwell Inc. lists this Legal Counsel @ Nevis opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Nevis is building the AI platform for wealth management. We help financial advisors and their teams automate operational work end-to-end, enabling them to spend less time on administration and more time serving clients. Headquartered in New York and London, we're backed by Sequoia Capital, ICONIQ, and Ribbit, and have raised $40 million to build the next generation of technology for the wealth management industry.
Location
New York City, NY (On-Site)
The Role
Reporting to the CEO, you will be Nevis Wealth's first dedicated legal hire and a trusted advisor to leadership across the business.
This is a builder role. We are looking for someone who enjoys creating systems, improving processes, leveraging technology, and helping a company scale responsibly. You'll own the legal function from the ground up while working closely with Sales, Product, Finance, People, Security, and the executive team.
What you'll do
Own the full customer contracting lifecycle, including MSAs, SaaS agreements, DPAs, NDAs, order forms, security addenda, and vendor agreements
Lead negotiations with enterprise customers, strategic partners, and key vendors
Partner closely with Sales and Customer Success to improve contract velocity while managing legal risk
Build scalable contract templates, negotiation playbooks, fallback positions, and approval processes
Manage external counsel support where specialist expertise is required
Support strategic commercial partnerships and business initiatives
Data Privacy, Security & Product Counseling
Own and evolve Nevis Wealth's privacy and data governance framework
Advise on US privacy requirements (CCPA/CPRA and emerging state privacy regimes) as well as UK GDPR obligations
Negotiate customer DPAs and privacy-related contractual commitments
Partner with Product, Engineering, and Security teams on data usage, AI-related product features, customer requirements, and information security matters
Maintain privacy documentation, notices, and compliance records
Support customer security reviews and legal responses to security questionnaires
Manage board resolutions, governance records, corporate filings, and signing authorities
Partner with Finance on equity administration and cap table governance
Support future fundraising activity, including investor diligence, financing documentation, and coordination with external counsel
Legal Operations, Automation & Process Design
Build Nevis Wealth's legal function from the ground up
Design scalable legal workflows, approval processes, and knowledge management systems
Leverage AI, automation, and legal technology tools to improve efficiency and reduce external counsel spend
Create self-service guidance, playbooks, and training materials for internal stakeholders
Establish metrics and reporting to measure legal team effectiveness
Employment, IP & General Legal Support
Advise on employment and contractor matters across the US and UK
Support People Operations on policies and employment-related risk management
Protect company intellectual property and advise on software licensing, open-source software, and AI-related legal developments
Review marketing materials and external communications for legal risk
Who are we looking for
J.D. and active membership in good standing with a US state bar (New York preferred)
Approximately 4-8 years of relevant legal experience
Strong experience negotiating SaaS and technology commercial agreements
Working knowledge of US privacy laws and data processing agreements
Experience supporting technology, fintech, wealth tech, or B2B SaaS businesses
Strong commercial judgment and ability to balance legal risk with business objectives
Comfortable operating independently with limited structure and high ownership
Interest in legal operations, automation, AI tools, and process design
Nice to have
Prior startup or high-growth company experience
Experience supporting venture-backed businesses through fundraising or scaling phases
Familiarity with Delaware corporate law and venture financing transactions
Exposure to fintech, financial services, or regulated industries
Experience implementing legal technology or workflow automation solutions
Working knowledge of UK legal or privacy frameworks
What Success Looks Like
Establish scalable legal processes that support business growth
Improve contract turnaround times and reduce friction in the sales process
Build practical privacy and governance frameworks appropriate for a scaling fintech
Reduce reliance on external counsel for routine matters
Become a trusted advisor to leadership across commercial, corporate, and operational matters
Why Join Nevis
Build the legal function from the ground up
Work directly with the executive team
Influence company strategy during a critical stage of growth
Gain broad exposure across commercial, privacy, corporate, product, and fundraising matters
Opportunity to grow into the company's senior legal leadership role as the business scales
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.